Latest Institutional Transactions on Ishares Currency Hedged Msci E (HEFA)
This table provides information on the latest institutional transactions involving Ishares Currency Hedged Msci E (HEFA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-56- 0.95% |
$1.81K - $2.01K
|
5.85K
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.3KNew |
$107K - $118K
|
3.3K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10New |
$323 - $359
|
10
$412
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8+ 0.05% |
$259 - $287
|
16.2K
$665K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.54K- 5.02% |
$115K - $127K
|
67K
$2.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
394+ 31.2% |
$12.7K - $14.1K
|
1.66K
$68.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-21.3K- 72.95% |
$690K - $765K
|
7.92K
$326K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
92New |
$2.98K - $3.3K
|
92
$3.79K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.27K- 37.34% |
$235K - $261K
|
12.2K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$3.23K - $3.59K
|
100
$4.12K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
215New |
$6.95K - $7.71K
|
215
$8.85K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
935New |
$30.2K - $33.5K
|
935
$38.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-6.79K- 13.99% |
$219K - $243K
|
41.7K
$1.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.61K- 58.09% |
$279K - $309K
|
6.21K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-500- 9.84% |
$16.2K - $17.9K
|
4.58K
$188K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.16K- 2.24% |
$37.5K - $41.6K
|
50.7K
$2.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
124New |
$4.01K - $4.45K
|
124
$5.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
6.21KNew |
$201K - $223K
|
6.21K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28New |
$906 - $1K
|
28
$1.15K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
53.9K+ 120.11% |
$1.74M - $1.93M
|
98.8K
$4.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-361- 10.43% |
$11.7K - $12.9K
|
3.1K
$128K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
233K+ 59.14% |
$7.53M - $8.35M
|
627K
$25.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-793- 89.81% |
$25.6K - $28.4K
|
90
$3.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.43K+ 1.08% |
$176K - $195K
|
507K
$20.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
37New |
$1.2K - $1.33K
|
37
$1.52K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
18New |
$582 - $645
|
18
$741
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
24New |
$776 - $860
|
24
$988
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-347- 3.32% |
$11.2K - $12.4K
|
10.1K
$416K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
19.9KNew |
$643K - $712K
|
19.9K
$818K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-326- 16.39% |
$10.5K - $11.7K
|
1.66K
$68.4K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.78KNew |
$57.6K - $63.9K
|
1.78K
$73.3K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-7.3K- 52.3% |
$236K - $262K
|
6.66K
$274K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.2KNew |
$479K - $509K
|
14.2K
$583K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
345+ 4.35% |
$11.7K - $12.4K
|
8.28K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
6.78KNew |
$229K - $244K
|
6.78K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$379K - $402K
|
11.2K
$461K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.6KNew |
$392K - $416K
|
11.6K
$477K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-25- 0.27% |
$846 - $899
|
9.27K
$381K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
29.5KNew |
$997K - $1.06M
|
29.5K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.59K+ 24.86% |
$257K - $273K
|
38.1K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
194KNew |
$6.58M - $6.99M
|
194K
$8M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-69.4K- 38.57% |
$2.35M - $2.49M
|
111K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
145KNew |
$4.9M - $5.2M
|
145K
$5.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 6.73% |
$67.9K - $72.2K
|
27.8K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.9K+ 9052.38% |
$64.3K - $68.3K
|
1.92K
$79.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-9.02K- 48.23% |
$305K - $324K
|
9.69K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-11.3K- 31.91% |
$381K - $405K
|
24K
$989K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
14.5KNew |
$492K - $522K
|
14.5K
$598K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
42+ 3.23% |
$1.42K - $1.51K
|
1.34K
$55.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.86KNew |
$62.9K - $66.8K
|
1.86K
$76.5K
|
|